Accounting & Bookkeeping
Cleanups, catch-ups, migrations, reconciliations and month-end close, up to controller level.
Team as a Service for finance professionals
The one thing you can't buy more of is time. That's what we sell.
The Algebra Group is an already-built finance function you plug in behind your practice: an execution bench beneath your judgment. Fractional CFOs, Controllers, CPA firms and Deal Advisors leverage us to grow their client roster without hiring ahead of demand.
70+
Clients
50+
Professionals
30+
Industries
100%
Client retention*
5+
Geographies
*Departures have only followed client-side changes such as acquisition or internal build-out.
The wall every practice hits
Growth runs straight into your own bandwidth.
Talented finance operators want to grow, but taking on the next client means one of two things: hire ahead of demand and carry that cost on the bench, or turn the work away. Most turn it away.
We were built to remove that trade-off. You keep owning the relationship and the judgment. We take on the execution beneath you, so capacity stops being the reason you say no.
Without a bench
Hire early and carry cost, or say no
With TAG
Say yes, then plug in the capacity
Who we work behind
We serve the professionals, not the end businesses.
Our clients own the client relationship and the judgment. They need execution capacity beneath them, built to their standards and inside their brand.
Fractional CFOs & CFO Advisory Firms
Models, reports, reconciliations and analysis built beneath you, so your time stays on strategy and client relationships.
Controllers & CPA Firm Owners
Executive-to-controller-level bookkeeping capacity, so a growing client roster never caps out on execution hours.
Investment Bankers & M&A Advisors
CIMs, teasers, models, valuations and diligence materials, built by a deal-experienced bench that works to your format.
PE Consultants & Corporate Development
Screening, modeling and analysis support beneath your thesis, ready when a live process needs to move quickly.
Where we work
Geographies we serve.
A bench built to work inside your timezone and your standards, wherever your practice is based.
What we do
Three finance pillars and one automation layer, under one roof.
Take one pillar or the whole stack. Because it all sits in one house, teams hand work between each other without you managing it.
CFO Office & Strategic Finance
Budgeting, forecasting, variance analysis, 13-week cash models and management reporting.
Investment & Transaction Advisory
CIMs, teasers, three-statement, DCF and LBO models, valuations and diligence materials.
Systems & Automation
A proprietary CFO dashboard, branded to your firm and integrated directly with your books.
A visible deliverable, not a spreadsheet
The white-label CFO dashboard your client actually sees.
It connects to your accounting ERP and replaces static spreadsheets with a real-time portal in your brand: live P&L, balance sheet and cash flow, AI-generated commentary, editable industry benchmarks, budget planning and a 13-week forecast, plus a client-facing chatbot for the questions you would rather not field.
It comes as part of an accounting or FP&A engagement: the visible outcome of month-end close, fully white-labelled to your brand and domain.
See how the dashboard fits in
Prove it before you commit
Send us a project you have already delivered. We will redo it.
Rather than waiting for your next live project, we re-deliver something you have already completed. You compare our output against your own on quality, communication and formatting, with no live client at stake.
It turns "prove it" into a concrete, low-risk test. Test us on everything, not just the numbers, and then decide.
"If you look good in front of your clients, we look good in front of ours."How TAG thinks about the work
AI and the human layer
We use AI heavily. We also sell the person who checks it.
AI gets the work most of the way, not all the way. It misses on completeness, formatting and, most of all, sanity: it will hand you a number that is arithmetically fine and makes no sense. The experienced person who catches that and fixes it is what you are actually paying for.
Your next step
Grow your practice without hiring ahead of it.
Book a 30-min discovery call and we will map the exact bottleneck holding your capacity back, then show you what plugging in a bench looks like.